-91.6%
SOXS vs EQT
-3.4%
-88.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -3.2% | +12.0% | +9.2% |
| 7D | +46.7% | -6.6% | +53.2% | +47.9% |
| 30D | +97.0% | +2.7% | +94.2% | +95.8% |
| 3M | +39.5% | -0.2% | +39.7% | +39.5% |
| 6M | -54.9% | -10.6% | -44.4% | -55.9% |
| YTD | -90.4% | -1.2% | -89.2% | -89.9% |
| 1Y | -91.6% | -4.9% | -86.8% | -91.3% |
| All | -91.6% | -3.4% | -88.2% | -91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EQT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling